Conversations

Conversations 1 - 20 of 339
Photo of Samantha Braastad
Scorecard 2.0 Mass Edit Report only pulls in first 100 lines
We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using th...
  • 34 me toos
  • 25 replies
  • Idea
  • Under Consideration
Photo of Dan Ahrens
Emailing a dashboard to a group of users
Hi, I have a customer that is looking to create a dashboard that will be scheduled to be emailed on a weekly basis to a large group of u...
  • 6 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
Allow "Start Date" of Success Plan Gantt Chart view to be populated automatically
I think I speak for quite a few people when I say I'm very excited about the ability to edit the Gantt chart start and end dates now!  H...
  • 10 me toos
  • 1 reply
  • Idea
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 63 me toos
  • 18 replies
  • Idea
  • Implemented
Photo of Lane H
Updating Show Fields in a Merge
There have been a few times when creating bionic rules that we miss something in the first pass of a merge. But when we try to add it, we...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Seth
DateDiff should be able to be negative
I'm using the new DateDiff function in a Formula Field for the first time. I expected that, if the DateDiff's "start date" was earlier t...
  • 6 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Jahnavi
Formula field in rule engine to add current date
Can we add a formula field in rule engine to capture the rule date.
  • 13 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Lane H
Reorder Actions in Rule List
Sometimes we create rules and the actions are what we need. After the rule is running for a while, we realize there needs to be another a...
  • 10 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Alex LeGay
Schedule a rule to run on the last day of the month
I think it would be good to be able to run a rule on the last day of the month. I know it is possible to set it to run on the last Friday...
  • 6 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Dan Ahrens
Sharing dashboards using CoPilot - How To Guide
With Gainsight's new sharing capabilities, you can now share dashboards, C360/R360 sections and success plans. While C360/R360 pages ...
  • 10 me toos
  • 5 replies
  • Article
Photo of Andrew Cummins
Allow inline editing in tabular reports
It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in...
  • 21 me toos
  • 7 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
How do you indicate a task is owned by a customer in the Gantt Chart view?
This is half question/half crowd-sourcing idea post: We are starting to roll out success plans internally here at Gainsight for our onboa...
  • 1 me too
  • 1 reply
  • Question
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 120 me toos
  • 26 replies
  • Idea
  • Planned
Photo of Allison Elmer
Manually Override Overall Account Health Score on C360
A member of our management team previously worked at another organization using Gainsight. He says CSMs were able to override the current...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Abhishek Sivaraman
Tabular Reports in Journey Orchestrator
Hi All, One of the frequently asked feature in Journey Orchestrator has been the need for sending tabular reports in emails. We are loo...
  • 7 me toos
  • 5 replies
  • Article
Photo of Jen Molitor
Measuring CSM Gainsight adoption
Hi all, We are looking to create an ROI of Gainsight based on CSM performance. Our CSMs have a number and we are thinking about looking ...
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Britton Walker
Time tracking integrations
Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? I...
  • 5 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Leslie Diephuis
How can we migrate Account Level CTAs and Success Plans to Relationship Level CTAs and Success Plans
We have implemented Relationships 3 months after starting to use Gainsight.  For this reason we have a need to migrate various existing A...
  • 8 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Kate Popp
Add Cockpit integration for Google Calendar (or similar service)
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see o...
  • 71 me toos
  • 25 replies
  • Idea
  • Under Consideration
Photo of Spencer Engel
Ability to have R360 timeline roll up to the C360
I understand that the Timeline feature will be added to the R360 in our next release.  One of my customers asked if R360 timeline notes ...
  • 14 me toos
  • 1 reply
  • Question
  • Answered